[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] # $tsmc AI chip export news is creating a tailwind for TSMC and competitors like Nvidia and AMD, with potential for significant market shifts in 2026. Geopolitical factors and supply chain dynamics, including reliance on South Korean chips, are also key considerations. ### About $tsmc TSMC is a Taiwanese multinational semiconductor contract manufacturing and design company. ### Engagements: XXXXX (24h)  [Engagements 24-Hour Time-Series Raw Data](/topic/$tsmc/time-series/interactions.tsv) Current Value: XXXXX Daily Average: XXXXXX X Week: XXXXXX -XX% X Month: XXXXXXX +72% X Months: XXXXXXXXX +25% X Year: XXXXXXXXX +17% 1-Year High: XXXXXXX on 2025-04-07 1-Year Low: XXX on 2025-12-06 Engagements by network (24h): Reddit: XX X: XXXXX ### Mentions: XX (24h)  [Mentions 24-Hour Time-Series Raw Data](/topic/$tsmc/time-series/posts_active.tsv) Current Value: XX Daily Average: XX X Week: XX -XX% X Month: XXX -XX% X Months: XXXXX -XX% X Year: XXXXX +115% 1-Year High: XXX on 2025-10-20 1-Year Low: XX on 2025-12-07 Mentions by network (24h): Reddit: XX X: XXX ### Creators: XX (24h)  [Creators 24-Hour Time-Series Raw Data](/topic/$tsmc/time-series/contributors_active.tsv) XX unique social accounts have posts mentioning $tsmc in the last XX hours which is up XX% from XX in the previous XX hours Daily Average: XX X Week: XX -XX% X Month: XXX -XX% X Months: XXXXX -XXXX% X Year: XXXXX +69% 1-Year High: XXX on 2025-06-09 1-Year Low: XX on 2025-12-07 The most influential creators that mention $tsmc in the last XX hours | Creator | Rank | Followers | Posts | Engagements | | ------- | ---- | --------- | ----- | ----------- | | [@longwashere](/creator/twitter/longwashere) | X | XXXXX | X | XXX | | [@DividendTalks](/creator/twitter/DividendTalks) | X | XXXXXX | X | XXX | | [@StoinkRocker](/creator/twitter/StoinkRocker) | X | XXX | X | XX | | [@street-guru](/creator/reddit/street-guru) | X | XXXXX | X | XX | | [@Alexandre_Chat](/creator/twitter/Alexandre_Chat) | X | XXX | X | XX | [View More](/list/creators/$tsmc/100) ### Sentiment: XX%  [Sentiment 24-Hour Time-Series Raw Data](/topic/$tsmc/time-series/sentiment.tsv) Current Value: XX% Daily Average: XX% X Week: XX% no change X Month: XX% -X% X Months: XX% +16% X Year: XX% -XX% 1-Year High: XXX% on 2024-12-29 1-Year Low: X% on 2025-04-03 Most Supportive Themes: - Innovation and R&D: (35%) Discussions highlight TSMC's commitment to cutting-edge research and development in semiconductor technology. - Manufacturing Excellence: (30%) Posts emphasize TSMC's leading-edge manufacturing capabilities and high-quality chip production. - Global Partnerships: (20%) Community engagement focuses on TSMC's strategic collaborations with major tech companies worldwide. Most Critical Themes: - Geopolitical Risks: (15%) Concerns are raised regarding the impact of international relations and trade policies on TSMC's operations. ### Top $tsmc Social Posts Top posts by engagements in the last XX hours *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "$TSM $TSMC Taiwan Semiconductor Manufacturing Company: The Foundry Behind Nvidia AMD and Apple Is Setting AI On Fire" [X Link](https://x.com/Alexandre_Chat/status/1998810928092188798) [@Alexandre_Chat](/creator/x/Alexandre_Chat) 2025-12-10T17:43Z XXX followers, XX engagements "Since this account is ultimately a trade journal have to come clean on my biggest recent whiff. On July X 2025 I put this query into Grok and it turned up $MP (there were others it output like $NVDA and $TSMC but it was clear $MP was a differentiated small cap amongst the batch). Even went so far as to price the LEAPS - never pulled the trigger. Should have taken a small position - good lesson" [X Link](https://x.com/XCapitalMgmt/status/1998777138271629571) [@XCapitalMgmt](/creator/x/XCapitalMgmt) 2025-12-10T15:29Z 1116 followers, XXX engagements "@wallstengine Even a massive capacity lift by $tsmc isn't enough to solve the bottleneck. The ai demand curve is just parabolic" [X Link](https://x.com/YaronBuilds/status/1998713044810273067) [@YaronBuilds](/creator/x/YaronBuilds) 2025-12-10T11:14Z XXX followers, XXX engagements "@danielnewmanUV Look at the 5N family sales of $TSMC and you'll see them decelerating big time sequentially. That's either because $NVDA has requested less production (due to high inventory) or taking a breather before they start on GB400s and Rubin. Remains to be seen" [X Link](https://x.com/HelloGo78598860/status/1998466247705477431) [@HelloGo78598860](/creator/x/HelloGo78598860) 2025-12-09T18:54Z XXX followers, XX engagements
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AI chip export news is creating a tailwind for TSMC and competitors like Nvidia and AMD, with potential for significant market shifts in 2026. Geopolitical factors and supply chain dynamics, including reliance on South Korean chips, are also key considerations.
TSMC is a Taiwanese multinational semiconductor contract manufacturing and design company.
Engagements 24-Hour Time-Series Raw Data
Current Value: XXXXX
Daily Average: XXXXXX
X Week: XXXXXX -XX%
X Month: XXXXXXX +72%
X Months: XXXXXXXXX +25%
X Year: XXXXXXXXX +17%
1-Year High: XXXXXXX on 2025-04-07
1-Year Low: XXX on 2025-12-06
Engagements by network (24h): Reddit: XX X: XXXXX
Mentions 24-Hour Time-Series Raw Data
Current Value: XX
Daily Average: XX
X Week: XX -XX%
X Month: XXX -XX%
X Months: XXXXX -XX%
X Year: XXXXX +115%
1-Year High: XXX on 2025-10-20
1-Year Low: XX on 2025-12-07
Mentions by network (24h): Reddit: XX X: XXX
Creators 24-Hour Time-Series Raw Data
XX unique social accounts have posts mentioning $tsmc in the last XX hours which is up XX% from XX in the previous XX hours
Daily Average: XX
X Week: XX -XX%
X Month: XXX -XX%
X Months: XXXXX -XXXX%
X Year: XXXXX +69%
1-Year High: XXX on 2025-06-09
1-Year Low: XX on 2025-12-07
The most influential creators that mention $tsmc in the last XX hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @longwashere | X | XXXXX | X | XXX |
| @DividendTalks | X | XXXXXX | X | XXX |
| @StoinkRocker | X | XXX | X | XX |
| @street-guru | X | XXXXX | X | XX |
| @Alexandre_Chat | X | XXX | X | XX |
Sentiment 24-Hour Time-Series Raw Data
Current Value: XX%
Daily Average: XX%
X Week: XX% no change
X Month: XX% -X%
X Months: XX% +16%
X Year: XX% -XX%
1-Year High: XXX% on 2024-12-29
1-Year Low: X% on 2025-04-03
Most Supportive Themes:
Most Critical Themes:
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$TSM $TSMC Taiwan Semiconductor Manufacturing Company: The Foundry Behind Nvidia AMD and Apple Is Setting AI On Fire"
X Link @Alexandre_Chat 2025-12-10T17:43Z XXX followers, XX engagements
"Since this account is ultimately a trade journal have to come clean on my biggest recent whiff. On July X 2025 I put this query into Grok and it turned up $MP (there were others it output like $NVDA and $TSMC but it was clear $MP was a differentiated small cap amongst the batch). Even went so far as to price the LEAPS - never pulled the trigger. Should have taken a small position - good lesson"
X Link @XCapitalMgmt 2025-12-10T15:29Z 1116 followers, XXX engagements
"@wallstengine Even a massive capacity lift by $tsmc isn't enough to solve the bottleneck. The ai demand curve is just parabolic"
X Link @YaronBuilds 2025-12-10T11:14Z XXX followers, XXX engagements
"@danielnewmanUV Look at the 5N family sales of $TSMC and you'll see them decelerating big time sequentially. That's either because $NVDA has requested less production (due to high inventory) or taking a breather before they start on GB400s and Rubin. Remains to be seen"
X Link @HelloGo78598860 2025-12-09T18:54Z XXX followers, XX engagements
/topic/$tsmc